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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,747 | $48,300-50.8% | $40,145,923-99.9% | $62,881-62.2% |
| Participation rate | 26.2% | 62.0%-35.9pp | 68.4%-42.2pp | 69.3%-43.1pp |
| Annual return | 5.17% | 6.95%-1.8pp | 5.24%-0.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $674 | $2,388-71.8% | $2,591-74.0% | $3,203-79.0% |
| Admin fee / account holder | $4,564 | $2,919+56.4% | $2,903+57.2% | $4,296+6.2% |